Business Relationship Manager I- Officer

JPMorganChase; North Las Vegas (NV); On-site; USD 100,000 - 140,000; Full time

Job summary

JPMorgan Chase in North Las Vegas seeks a Business Relationship Manager to build and maintain a portfolio of local business clients, providing financial advice and tailored solutions to help their growth and manage risk. You will work with branches and partners to connect clients with specialists as needed.

The role focuses on delivering an outstanding client experience, deploying banking solutions, and supporting branches while ensuring sound risk practices and regulatory compliance.

Qualifications

• 1 year minimum in BRM or related business lending role.
• Knowledge of business credit and core business products/services.
• Strong communication with clients and internal partners.
• Balance client needs with risk and firm interests, and act independently when appropriate.
• Proficiency in MS Office tools including Outlook, Excel, Word and PowerPoint.

Responsibilities

• Acquire, manage, and retain a portfolio of 70-90 business clients with annual revenue of $1-$5 million; manage credit opportunities up to about $500,000.
• Deliver tailored business banking solutions to Chase clients for an exceptional experience.
• Identify and promote solutions that serve client needs and portfolio profitability.
• Conduct in-person calls with prospects, COIs, and clients; maintain relationships using a defined process.
• Identify new business opportunities and cultivate long-term primary banking relationships.
• Collaborate with partners across lines of business to connect clients with specialists.
• Support assigned branches and adhere to risk management and regulatory requirements.

Skills

Communication

MS Office

Networking

Education

Bachelor's degree in Finance or related field

Tools

Outlook

Excel

Word

PowerPoint

Job description

If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.

As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our clients and the well-being of their businesses through financial solutions, education, and advice. You will manage a portfolio of new and existing business clients by building relationships and providing financial advice with a focus on client experience and risk management.

Job Responsibilities

• Acquire, manage, and retain a portfolio of 70 - 90 business clients with annual revenue of $1 - $5 million for your assigned branches; provide business deposit and cash management solutions and manage business credit opportunities up to approximately $500,000
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio
• Regularly conduct in-person calls with prospects, centers of influence (COIs), and existing clients at their places of business. Follow a disciplined relationship development process by identifying steps/strategies necessary to effectively maintain and build relationships. Regularly review processes and strategies with manager, making adjustments as needed
• Identify and pursue potential new business clients, looking for ways to cultivate long-term, primary banking relationships
• Identify the personal financial goals and needs of business clients; build collaborative relationships with partners across lines of business (Chase Wealth Management, Home Lending, Branch Teams) to connect clients with specialists who can help meet their financial needs
• Provide leadership by actively supporting your assigned branches and protect the firm by following sound risk management protocols and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management role or related business lending experience
• General business experience and knowledge of business credit, understanding of core business products and services with understanding of general business practices and how business needs vary by industry/market
• Strong communication skills with individuals at all levels, internally and externally with the ability to build relationships with clients and internal partners
• Balance needs of clients with associated risks and interests of the firm and recognize an issue or problem and determine when to suspend or handle independently
• Determine and balance priorities on a daily basis to achieve business objectives with demonstrated ability to own problems on clients' behalf and follow through with commitment
• Highly proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint

Preferred qualifications, capabilities, and skills

• Bachelor's degree in Finance or related field or equivalent work experience
• Strong current business network